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The Social Security tax cap kicks in at this salary figure in 2021

Featured Social Security Taxes
Some people are investing in their retirement without even realizing it. If you have a traditional job, you pay 6.2% of your salary per year in Social Security ...
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Should You Ditch Your Workplace Retirement Plan?

Money Retirement
It may sound counterintuitive, but stashing funds in your workplace retirement plan could actually make it more challenging for you to retire. Some workplace plans are great while ...
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A New Approach to Retirement Income Planning for Women

Income Retirement
Focusing on income, rather than savings, is important for anyone planning to retire. But it’s even more important for women, in particular. To reduce fees, manage taxes and ...
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Opinion: How retirement planning needs to change in the new year

Annuities Featured Insurance Retirement Social Security
Considering annuities, insurance, new investments and delaying Social Security? Read more at MarketWatch ...
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A New Approach to Retirement Income Planning for Women

Featured Income Retirement
RETIREMENT PLANNING Focusing on income, rather than savings, is important for anyone planning to retire. But it’s even more important for women, in particular. To reduce fees, manage ...
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Year-end Financial and Retirement Planning Tips

Featured Retirement Taxes
From Roth IRA conversions and taxes to employee benefits and your 2021 budget, here’s your checklist of easy, smart money strategies. Read more at The Street ...
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4 Year-End Moves to Help Retirees Breathe Easy in 2021

Featured Retirement Taxes
The end of the year is the perfect opportunity to look at your finances and make adjustments. Whether you are newly retired or have spent years in retirement, ...
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Stop Telling Retirement Investors They Need A Million Dollars

Featured Income Retirement
The retirement industry needs to retool its arsenal of advice. It should focus on targeted saving and dividend growth investing. It should not focus on total portfolio value. ...
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3 Ways to Ensure You Have the Right Asset-Allocation Model Before Investing

Featured Income Money Retirement
Do the ups and downs of the stock market make you panic? Does your stomach drop every time there’s a correction? How you answer these questions will help ...
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This myth debunked: You don’t have to be wealthy to hire a financial advisor

Featured Money Retirement
There’s a big misconception that financial planning is only for the wealthy. The truth, however, is that financial planning is a path for anyone to actually gain wealth. ...
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